Enable viewing related documents in a parent record

task australia Updated Sep 10, 2026 1 min read enable-doc-related-list.md
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Add the Documents related list to the record to be able to link and view documents related to the record.

Before you begin

Role required: admin

Procedure

  1. Navigate to the record, (for example, Incident, Interaction, and so on).

  2. Select the Additional Actions icon ([Omitted image "additional-actions-icon.png"] Alt text: Additional actions icon) and select Configure > Related Lists .

  3. Move Documents from the Available list to the Selected list.

  4. Select Save.

Result

The Documents related list is added to the related lists available in the record.

Parent Topic:Linking documents to a parent record

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